Manager, Strategy & Initiatives — Hybrid & Automation

Charles Schwab; Lone Tree (CO); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Parental leave

Tuition reimbursement

Health, dental, vision

Job summary

Charles Schwab is seeking an analytically driven professional to join Field Operations, driving design and execution of scalable analytics and automation. You will partner with Sales, Technology, and Operations to translate business needs into practical data solutions.

You will develop reporting, validate data, and support strategy initiatives using Python, SQL, and cloud data tools. A hybrid work setup supports collaboration across teams and regions.

Qualifications

• Bachelor’s degree with 3+ years relevant experience.
• 3+ years in analytics, strategy, and/or data science is preferred.
• 3+ years of coding (SQL, Python, etc.) is preferred.

Responsibilities

• Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability.
• Assist with day‑to‑day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment.
• Partner with cross‑functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject‑matter expertise, and support alignment across initiatives.
• Contribute to executive‑ready materials by synthesizing findings into clear insights and recommendations.
• Develop and maintain recurring and ad‑hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes.
• Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance.
• Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery.
• Build and support automation and low‑code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability.
• Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version‑controlled development practices.
• Manage and support ad‑hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment

Skills

Python

SQL

GitHub

BigQuery

Agile

Power Automate

Power Apps

Data modeling

Education

Bachelor’s degree

Tools

GitHub

BigQuery

Power Automate

Power Apps

Job description

Charles Schwab is seeking an analytically driven professional to join Field Operations, driving design and execution of scalable analytics and automation. You will partner with Sales, Technology, and Operations to translate business needs into practical data solutions.

You will develop reporting, validate data, and support strategy initiatives using Python, SQL, and cloud data tools. A hybrid work setup supports collaboration across teams and regions.